Ian has 29 years experience of advising private clients. The first 15 were spent with Lloyds Private Banking working with their High Net Worth clients, and the last 14 have been as an adviser/planner, delivering a quality service to approximately 100 individuals, mostly from the Finance and Legal profession.
He specializes and prides himself on developing bespoke wealth building and preservation strategies to enable his clients to achieve the results they need, whilst having the flexibility to accommodate change as time progresses. The overriding elements being cost-effectiveness & tax efficiency.